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ZSEP

Innovator Equity Defined Protection ETF - 1 Yr September

81 hedge funds and large institutions have $84.6M invested in Innovator Equity Defined Protection ETF - 1 Yr September in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

6.01% more ownership

Funds ownership: 57.97%63.98% (+6%)

2% more capital invested

Capital invested by funds: $82.7M → $84.6M (+$1.96M)

0% more funds holding

Funds holding: 8181 (0)

75% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 32

Holders
81
Holders Change
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
32
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.7M +$12.8M +477,549 +1,419%
S
2
SignatureFD
Georgia
$7.56M
AWM
3
AE Wealth Management
Kansas
$4.87M +$150K +5,585 +3%
KAS
4
Kestra Advisory Services
Texas
$4.71M +$149K +5,549 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.06M -$202K -7,520 -5%
Truist Financial
6
Truist Financial
North Carolina
$3.46M
HighTower Advisors
7
HighTower Advisors
Illinois
$3.07M -$83K -3,091 -3%
KWM
8
KFG Wealth Management
Indiana
$3.07M -$1.85K -69 -0.1%
CAG
9
Csenge Advisory Group
Florida
$2.3M -$48.2K -1,795 -2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.13M -$32.6K -1,213 -1%
HBS
11
Howard Bailey Securities
Indiana
$2.03M +$61K +2,272 +3%
NWMP
12
Noble Wealth Management PBC
Colorado
$1.95M -$1M -37,431 -34%
CF
13
Centaurus Financial
California
$1.5M
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.31M +$1.31M +48,865 New
Osaic Holdings
15
Osaic Holdings
Arizona
$1.2M +$50.8K +1,893 +4%
BCM
16
Brookstone Capital Management
Illinois
$1.14M -$278K -10,348 -20%
MCC
17
Money Concepts Capital
Florida
$1.12M
IWMO
18
Integrated Wealth Management (Ohio)
Ohio
$1.01M -$26.2K -975 -3%
IAS
19
Integrity Advisory Solutions
Texas
$974K -$30.1K -1,120 -3%
LPL Financial
20
LPL Financial
California
$971K -$24.7K -920 -2%
OMC
21
Old Mission Capital
Illinois
$954K -$73.3K -2,731 -7%
CFS
22
CRA Financial Services
New Jersey
$931K
Raymond James Financial
23
Raymond James Financial
Florida
$921K -$995K -37,079 -52%
BWM
24
Brown Wealth Management
Illinois
$909K -$151K -5,619 -14%
TSW
25
Three Seasons Wealth
Utah
$883K